Too Late or Too Soon?
Pension Plans: When is the best time to discuss defined benefit plans with your client?
Sometimes a 401(k) alone can't get the job done. Learn what factors play into having an efficient 401(k) plan and when to add in a defined benefit or cash balance plan for clients.
  •  Tax Planning: Things to look at when examining a 401(k)
  •  Defined Benefit Plans: What to look for and how to begin the pension plan conversation with clients
  •  Plan Design: Learn how plan design should take company goals and makeup into account when putting 401(k)s or pension plans in place
Come enjoy lunch, listen to our panel and receive 1 hour of CE for CPAs
October 26th, 2017
 12 - 1 pm
Bistango
19100 Von Karman Ave #100
Irvine, CA 92612
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Mark Clark - QPA, APA

Mark has over 25 years of experience in designing and administering qualified retirement plans. A Enrolled Retirement Plan Agent, Qualified Pension Administrator, Accredited Pension Administrator and CalCPA instructor, Mark is an expert when it comes to plan design and implementation for businesses or individuals. 
M Clark

Josh Hawkins - CFA, MBA

Josh joins us as an Account Manager from PIMCO, one of the world's premier fixed income managers. Josh has an MBA from Dartmouth,  is a CFA holder, and leverages his expertise by partnering with and educating advisors on investment solutions available through PIMCO.
J Hawkins

Blake Street - CFA, CFP®

A Founding Partner and CIO, Blake is both a CFP® and CFA holder who drives the investment arm of Warren Street Wealth Advisors. With extensive education and personal experience, he helps deliver financial solutions to all clients from individuals to large companies.
B Street
Warren Street Wealth Advisors, LLC - 2017